Winnie Hoo, Secretary

We know each other during university and almost 10 years friendship. She is very friendly and outgoing person. She is always stay positive no matter what and always encourage me and by my side. She analyses my cash flow & customised a financial plan that suit myself. With her detailed explanation, I’ve learnt how to manage my financial better, especially wealth protection (medical & life plan) to protect myself so won’t give any burden to family & wealth accumulation (investment and endowment plan) to help me to grow my money faster so I can achieve my goal faster. by enrolling into medical plan, investment plan. If want to give her a rating, I will give 100% haha! Definitely will recommend my friends to her to get benefited from her. (And I’ve recommended 6 friends to her) Lastly, I want to say with her: You are a very hardworking girl, and will work hard to achieve your set goals. You keep on learning new things to improve yourselves and also willing to share with others what have you learnt. This is not easy to change to a new career path,and you managed to do it well, proud of you ❤️❤️❤️

Sean Yip, Food & Beverage Manager

I met Rachel at a roadshow in early September 2022. At first, when she approached me I just thought that its another financial consultant trying to sell me another insurance plan when I have everything covered. However, she is someone different with other roadshow agents I ever met. After she spoke and check through the insurance plan I currently have, she have help me to optimize my coverage and reduce my premium by restructuring my coverage. Definitely I would recommend my friends or anyone to Rachel as she is professional in her work.

Eddie Hong, Sales Assistant

Rachel是一个专业、有耐心又有爱心的财务顾问。我最行赏她的地方除了她办事效率高以外，就是她非常有同理心。前一阵，我经济上遇到难题，她不但介绍我做好的保单，她更是安慰我，鼓励我坚强，这让我很感动。 她拥有一颗同理心和爱心，相信她所有客户的财务规划在她引导下，一定没问题。我真的很感谢她教我财务规划的重要性，也教会了我助人为快乐之本的道理。对我而言，她是财务顾问，更是一个很贴心的大姐姐。 我很庆幸在Roadshow遇到她。我相信，接下来，除了我以外，所有在她细心帮助的客户下，她就是我们唯一一个财务顾问。我强力推荐大家，如若要找财务顾问，二话不说，Rachel是你们的首选哦（我不是在打广告，而是说真的）

Yeong Kang, Project Manager

I know Rachel because of my housemate and I witnessed her since day 1 she joined this industry. Before this, I have never really spent my own time looking into financial planning. However, after meeting with Rachel, I have come to learn that a good financial planning is crucial to translate into long term income with protection, instead of focus on money I earn now. She helps me to have policy review and provide objective advice on my financial portfolio to make my portfolio more comprehensive. Rachel has become my absolute "go to" person for anything regarding financial planning. There are many other "hard sell' agent out there, but I have never found anyone as complete a professional as Rachel. She is very patient and accommodating, even simplified all my financial plans into a table form for me to understand better. Moreover, she is always well-prepared and up to date, often share new financial plans which can benefited me. For those who are looking to start financial planning, you should contact Rachel without any pressure. There should absolutely be an extra cookie in her stocking at Christmas time.

Damien

I met Rachel while walking around in Jurong point. She approached me in a friendly manner cause she was doing roadshow there. At first i was hesitant but after hearing what she had to share i learnt more about how to plan for my finances. This allowed me to learn more about how to plan for my finance and even what to do if something were to happen to me. I rate her 10/10 as when explaining she is very patient and you can really tell that she is really trying to help, instead of just trying to sell. When trying to claim back the money i spent going to A&E and the follow-ups, she made sure to guide me step-by-step as I have never done this before. Making sure all my claims add up to not shortchange me. I really appreciated it. I would love to recommend to friends and family because after this incident i feel like i can trust what she is capable of.

Ming Hoi, Customer Service Executive

Rachel is one of my ex colleagues. We know each other since many years back. She is very helpful, friendly and kind person ever I know her. She gives me a clear explanations to me on the holistic financial planning. She is very patient, good service and able to let me to understand the trend of the policy available in market and try her best to help me in my financial planning. She is different compare to my past experiences and I will highly recommend her to my friends due to her professionalism and confidence!